This firm's name

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
Schedule C rows
3 rows, $669,785 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Pension Plan for Insurance Organizations202421 50INVESTMENT ADVISORY$298,785
The Pension Plan for Insurance Organizations202327 50INVESTMENT ADVISORY$188,000
The Pension Plan for Insurance Organizations202227 50INVESTMENT ADVISORY$183,000
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